SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 397 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $214,021 | -79.7% | 8,436 | -77.8% | 0.02% | -82.6% |
| Q1 2022 | $1,056,000 | -73.7% | 38,005 | -72.0% | 0.09% | -70.2% |
| Q4 2021 | $4,014,000 | +67.3% | 135,516 | +68.6% | 0.29% | +41.0% |
| Q3 2021 | $2,399,000 | +61.5% | 80,354 | +62.4% | 0.20% | +56.5% |
| Q2 2021 | $1,485,000 | +0.9% | 49,482 | -0.4% | 0.13% | -16.0% |
| Q1 2021 | $1,472,000 | -19.8% | 49,656 | -16.7% | 0.16% | -38.3% |
| Q4 2020 | $1,836,000 | -10.8% | 59,638 | -10.7% | 0.25% | -49.5% |
| Q3 2020 | $2,058,000 | -3.4% | 66,802 | -3.2% | 0.50% | -23.3% |
| Q2 2020 | $2,130,000 | – | 69,022 | – | 0.65% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Willow Creek Wealth Management Inc. | 2,951,640 | $87,428,000 | 18.08% |
| RESTON WEALTH MANAGEMENT LLC | 1,107,100 | $32,792,000 | 15.91% |
| SENTINEL PENSION ADVISORS INC. | 1,419,545 | $42,047,000 | 13.24% |
| WALLER FINANCIAL PLANNING GROUP, INC | 1,448,937 | $42,918,000 | 10.75% |
| Astoria Strategic Wealth, Inc. | 935,326 | $27,704,000 | 10.57% |
| Boston Standard Wealth Management, LLC | 1,235,730 | $36,602,000,000 | 10.21% |
| Rinkey Investments | 374,925 | $10,962,000 | 10.07% |
| Trinity Wealth Management, LLC | 489,816 | $14,508,000 | 9.98% |
| Weitzel Financial Services, Inc. | 548,475 | $16,245,829,000 | 9.81% |
| Financial Strategies Group, Inc. | 800,118 | $23,700,000 | 9.66% |